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Zimmermann Investment Management & Planning’s Eli Lilly LLY Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,684
Closed -$1.49M – 78
2024
Q3 		$1.49M Buy
1,684
+119
+8% +$107K 0.46% 51
2024
Q2 		$1.42M Buy
1,565
+825
+111% +$660K 0.47% 48
2024
Q1 		$576K Buy
740
+265
+56% +$189K 0.21% 77
2023
Q4 		$277K Buy
+475
New +$277K 0.11% 100

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Zimmermann Investment Management & Planning's LLY Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Eli Lilly (LLY) in Q4 2024, closing a stake of 1,684 shares — an estimated $1.49M sold.

Zimmermann Investment Management & Planning first reported a position in LLY in Q4 2023 and held it in 4 quarters. The position peaked at $1.49M in Q3 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Eli Lilly position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,684 Eli Lilly shares in Q4 2024, an estimated $1.49M.
  • Zimmermann Investment Management & Planning first reported a position in Eli Lilly in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Eli Lilly position peaked at $1.49M in Q3 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.